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Ontogenetic variation and inoceramid morphology:

a note on early Coniacian Cremnoceramus bicorrugatus (Cretaceous Bivalvia)

JAMES

s.

CRAMPTON

Institute of Geological and Nuclear Sciences, p.o. Box 30-368, Lower Hutt, New Zealand E-mail: J.Crampton@gns.cri.nz.

ABSTRACT:

CRAMPTON, 1S. 1998. Ontogenetic variation and inoceramid morphology: a note on early Coniacian Cremnoceramus bicorrugatus (Cretaceous Bivalvia). Acta Geologica Polonica, 48 (4), 367-376.

Warszawa.

Taxonomic studies of Cretaceous inoceramid bivalves are confounded by high levels of intraspecific morphological variation within the group. Such variation is illustrated here using Cremnoceramus bi- corrugatus s. s. (MARWICK, 1926) from the lower Coniacian of New Zealand. This taxon displays a re- markable range of intraspecific variation that is the sum of three major components: 1) a basic set of ontogenetic transformations between the juvenile, immature and adult stages; 2) intra-populational va- riation in the relative timing or rate of developmental events; and 3) intra-populational variation in the rate of absolute growth. The first of these components was largely genetically determined, whereas the other two were probably influenced by extrinsic environmental factors. Taxonomic interpretation of C.

bicorrugatus s. s. is not possible without some understanding of both the basic ontogenetic plan and developmental variations within that plan. Interpretation is facilitated by the profound and step-wise nature of the ontogenetic transformations. In many other inoceramids, however, ontogenetic transforma- tions are more subtle but may be subject to equally significant intraspecific developmental variations.

Therefore, inoceramid taxonomists should describe not only total population variation, but also should document ontogenetic development in any species. In this way it is possible to identify basic ontogene- tic plans, constrain likely limits to intraspecific variation, and distinguish intraspecific from interspeci- fic morphological variation.

INTRODUCTION

Despite a huge effort over the past century, the taxonomy of Cretaceous inoceramid bivalves remains comparatively poorly resolved at the species and genus level. This is because of wide- spread homoplasy within the group, the lack of easily classified character suites, high levels of intraspecific variability, and high rates of mor- phological evolution and speciation. The history

of inoceramid systematics includes extremes of taxonomic "splitting" and "lumping" (e.g., con- trast HEINZ 1932 and WOODS 1911, 1912). This history has been covered in some detail elsewhe- re (SORNAY 1966, PERGAMENT 1978, POKHIALA- INEN 1985a). Even today, taxonomic concepts and basic systematic practice vary considerably between workers (e.g., discussion in CRAMPTON 1996a) and many taxa remain poorly diagnosed.

Despite these problems, huge progress has been

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\Anter;or

Axial length

Dorsal Umbo

Width

/

/

~ - g:'::::~i:on )

(we

V

1\

\l\

Negative geniculation

Posterior

Ventral axis

Fig. 1. Cremnoceramus bicorrugatus bicorrugatus (MARWICK, 1926), left valve, showing morphological terms and biometric para- meters mentioned in the text

achieved through the careful study of inoceramid lineages in key sections on all continents.

Central to an improved understanding of ino- ceramid taxonomy is the recognition and descrip- tion of intraspecific variation. To this end, many workers have illustrated large populations or have developed a variety of biometric methodo- logies to describe this variation (e.g. SEITZ 1935;

TANABE 1973; NODA 1975, 1988; TROGER &

ROHLICH 1980, 1982; POKHIALAINEN 1985b; Ho- USA 1994; CRAMPTON 1996b). In addition to va- riation between individuals, these studies have il- lustrated differences between growth stages of single individuals. Such ontogenetic variation can be very marked and may account for much of the total intraspecific morphological variation. In some cases, ontogenetic changes in form may be greater in magnitude than differences between species and may even bridge accepted generic boundaries (CRAMPTON 1996b, fig. 7b, fig. 11, and discussion on p. 27-29). Despite these obser- vations, relatively few studies have focussed on

ontogenetic morphological changes (but see T A- NABE 1973) or have considered the effects of va- riations in rate or timing of development and growth during ontogeny.

Ontogenetic variations in form are very con- spicuous in the cosmopolitan(?) inoceramid ge- nus Cremnoceramus Cox, 1969. This genus has been diagnosed primarily by the presence of a pronounced "geniculation", or more-or-Iess abrupt change in convexity and inflation, at some growth stage (e.g. KAUFFMAN in HERM et al.

1979, POKHIALAINEN 1985a). Following CRAMP- TON (l996a, p. 74), a "positive" geniculation re- fers to an increase in convexity and a "negative"

geniculation refers to a decrease in inflation (Text-fig. 1). Although the exact definition and content of this genus remain open to debate, there is little doubt that it represents a robust and monophyletic, genus-level taxon (see other pa- pers in this volume).

Cremnoceramus is represented in the latest Turonian and early Coniacian of New Zealand

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by at least four species-level taxa (CRAMPTON 1996a), Cremnoceramus bicorrugatus bicorru- gatus (MARWICK, 1926), C. bicorrugatus mata- muus CRAMPTON, 1996a, C. moorei Crampton, 1996a, (Text-fig. 2) and C. sp. A aff. C. bicor- rugatus. Cremnoceramus bicorrugatus s. s. is characterised by a truly remarkable range of ontogenetic variation, even in comparison to other species of Cremnoceramus. Furthermore, it is abundant on bedding planes and well pre- served within a number of sections (CRAMPTON 1996a). Consequently, this species represents an ideal subject for a study of population variations in ontogenetic development. Such observations serve as a model for other inoceramid taxa in which ontogenetic variations are more subtle but equally important in taxonomic and phylogene- tic inference.

Morphological terms and biometric parame- ters used throughout are shown in Text-fig. 1 and follow CRAMPTON (l996a). All figured speci- mens are lodged in the Institute of Geological and Nuclear Sciences, Lower Hutt, New Zealand (specimen numbers prefixed "TM") or in the

Time (Ma)

85 -

International New Zealand stages series and stages

Geology Department, Victoria University of Wellington, New Zealand (specimen numbers prefixed "VM"). All fossil localities are registe- red in the New Zealand Fossil Record File (FRF), administered by the Geological Society of New Zealand.

MATERIAL AND METHODS

Cremnoceramus bicorrugatus s. s. is abun- dant in lower Coniacian strata throughout the eastern North Island and northeastern South Is- land of New Zealand (Text-fig. 3). In addition, it has been recorded from a small number of sites in the northernmost North Island. Key localities are listed in CRAMPTON (l996a). In particular, two si- tes have yielded very abundant and well preser- ved specimens. In the Mangaotane Stream sec- tion, in the central part of Raukumara Peninsula (Text-fig. 3), the range of C. bicorrugatus s. s.

extends through approximately 120 m of the Ka- rekare Formation (CRAMPTON 1996a, figs 12 and 14). The Karekare Formation is dominated by

Inoceramid Ranges of inoceramid

biozones taxa

(Iowest·occurrence interval biozones) FMata(part)

85.8

pacificus ~

Piripauan (part)~ ~ I

c

!

-0 -0

~ 0

$E. 0>

- (")

90 CD 0 c

(J)

s-'"

2

Coniacian Teratan opetius

:rJ

- 8 9 . 0 - 0> c bicorrugatus

Mangaotanean

'"

Turonian

93.5

c I-' matamuus ~

'3 0>

Pl

"0

Arowhanan (part) rangatira (part)

'"

2

Legend

Biostratigraphic range, confident Biostratigraphic range, questionable

1

j

Magadiceramus? rangatira rangatira (Wellman, 1959) 3

i

2 I

2 Cremnoceramus bicorrugatus matamuus Crampton, 1996a 3 C. bicorrugatus bicorrugatus (Marwick, 1926)

4 C. moorei Crampton, 1996a 5 I. spedeni Crampton, 1996a 6 I. opetius Wellman, 1959 7 17 madagascariensis (Heinz, 1933) 8 I. pacificus Woods, 1917, s. I.

4 5

i

8

6 7

Fig. 2. Ranges of Turonian and Coniacian inoceramids in New Zealand and both local and international stages; International timesca- le after GRADSTEIN & al. (1995); correlations with the New Zealand timescale after CRAMPTON (1996a, with slight modification)

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Tasman Sea

,

42° \.

44°

~ Island

• ((

46°

~~ Dunedin

p

166°E 168° 170° 172° 174°

North Island

Raukumara Peninsula

1

Mangaotane Stream

Pacific Ocean

kilometres

0 100 200

176° 178° 180°

Fig. 3. Map of New Zealand showing distribution of uppermost Lower and Upper Cretaceous strata (black) and place names mentioned in the text; Coniacian strata are widely distributed throughout the shaded regions north of Auckland and between

Raukumara Peninsula and Marlborough

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mudstone and is inferred to have been deposited at outer shelf depths or greater. In the lower

"Sawpit Gully" section, Coverham, Marlborough (Text-fig. 3), C. bicorrugatus s. s. forms dense shellbeds through at least 25 m of the Nidd Sand- stone (unpublished data). The Nidd Sandstone is composed of muddy, poorly bedded sandstone and was probably deposited in a shallow marine environment (CRAMPTON & LAIRD 1997).

Rigorou's biometric analysis has not been pos- sible in this study. Because of their large size, the difficulties of collccting from indurated forma- tions and the remoteness of key localities, it has not been feasible to collect populations of adult C. bicorrugatus s. s. The present discussion is based instead upon laboratory examination of ap- proximately 200 specimens from many localities, upon limited biometric data taken from CRAMP- TON (l996a), and upon new field observations of within-bed populations.

MAJOR PATTERNS OF ONTOGENETIC DEVELOPMENT IN

CREMNOCERAMUS BICORRUGATUS S. S.

Cremnoceramus bicorrugatus s. s. has been redescribed recently by CRAMPTON (l996a) who discussed the complex patterns of ontogenetic development in this taxon. Very marked ontoge- netic changes affect the outline shape, sculpture, inflation, ligament area and shell microstructure.

The present discussion is limited to major exter- nal features of the shell, namely the shape, sculp- ture and inflation.

Major patterns of ontogenetic change in exter- nal characters, the "ontogenetic plan", are illu- strated in Text-figs 1 and 4. Three growth stages are recognised and these are termed juvenile, im- mature and adult.

1. The juvenile stage is inequivalve and com- parativley weakly inflated in most specimens, al- though the left valve may be moderately inflated.

It is strongly prosocline, the growth axis being directed towards the posterior. The juvenile has a sculpture of fine, regular, rounded commargi- nal folds or costae.

2. The transition between the juvenile and im- mature stages is gradational. The immature stage becomes more highly inflated than the juvenile, the right valve in particular increasing in width,

resulting in an approximately equivalve shell. In some cases, the increase in inflation is relatively abrupt, resulting in a positive geniculation. The growth axis is directed ventrally, the valves beco- ming acline, subcircular and globose with deve- lopment. The immature sculpture comprises broad, flattened costae separated by narrow furrows.

3. The transition between the immature and adult shell is abrupt and occurs at a very prono- unced negative geniculation. The adult is more weakly inflated than the immature stage and is weakly to moderately prosocline. It has a sculp- ture of fine, regular, rounded commarginal costae superimposed upon large, commarginal folds.

This ontogenetic plan in C. bicorrugatus s. s.

is affected, at all stages, by population variations in rates of development and growth. The effects of these variations are described below.

VARIATIONS IN THE RATES OF

DEVELOPMENT AND GROWTH DURING ONTOGENY

It has not been possible to assign absolute ages to any particular growth stage. Commargi- nal costae on the surface of the shell may have formed in phase with regular, periodic environ- mental signals such as tidal, day/night, or seaso- nal cycles (e.g. JONES & QUITMYER 1996). If so, then simple counts of the costae could furnish some sclerochronological scale by which relative or absolute ages of individuals could be estima- ted. Such regular periodicities cannot be assu- med, however. Even if costae formation was rhy- thmic, this periodicity might have varied from environment to environment, depending on water depth, temperature and seasonal or tidal influen- ces. In addition, the periodicity of costae forma- tion may have varied with age or growth stage of the individual. Attempts to correlate the numbers of commarginal costae with some environmental signal using geochemical and stable isotopic da- ta have failed (unpublished data). Hence, in the absence of independent evidence for a regular pe- riodicty of costae formation, no relative or abso- lute ages can been inferred for individuals.

For the purposes of this discussion, however, the major negative geniculation at the immature to adult transition is taken as a reference datum and, by convention, is assumed to represent the

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Juvenile stage B

Timing of major "----\

negative geniculati0rv--v

Legend

=

Orientation of principal growth axis

= Marginal growth field _ = Position of

negative geniculation

Scale

n Fasf' growth

=_-..;..1

50mm

t;;; - -

n Slow" growth

E

c

Adult stage

Immature stage

F

D

Fig. 4. Ontogenetic stages in the development of C. bicorrllRatlls s. s. showing the effects of varying rates of development and growth; the two scale bars shown apply to all growth stages and correspond to the extremes of "fast" and "slow" growth; see text

for discussion

Fig. 5. Field photograph of extreme adult morph of C. bicornlRatlls s. s .. left valve, internal mould; the arrow marks the position of the major negative geniculation; this spe- cimen displays "precocious" growth and has a large, globose immature stage; the adult shell is correspondingly long with a relati- vely expanded disc; specimen observed in the Nidd Sandstone in a tributary of Nidd Stream, Coverham, Marlborough (Text-fig.

3, grid reference P30/8327l845); scale bar divisions in centimetres

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40

E .s

= '5

5:

20

'V Juvenile and immature stages

T Adult stage

Fig. 6. Plot of width versus axial length for right valves of C. hieor- rugatus s. s. (after CRAMPTON 1996a). Note that all individuals trace similar allometric curves but display varying offsets with respect to axial length, depending upon relative growth rates. In most indi- viduals the allometric increase in width is relatively abrupt and forms a weak positive geniculation, although this is not readily apparent in most of the allometric curves because of the few data points O - L - , - - - , - - - , - - - , - - - , - - - - , - - - , - - - , - - - , - - - , - - - , - - - - , - - _ f _

50 100

Axial length (mm)

same absolute age in all individuals. Therefore, in comparisons between specimens, one might be termed "retarded" or "precocious" and "large" or

"small" depending on the size and morphology of the shell at the negative geniculation. This as- sumption is certainly a gross over-simplification and, in reality, the geniculation probably formed at a range of ages in response to unknown envi- ronmental or intrinsic biological triggers. In the following discussion, terms relating to "rate" and

"timing" of developmental events are enclosed by inverted commas to emphasise this underlying assumption. It should be noted that these terms relate only to population variation in individual patterns of development, not to evolutionary changes in developmental patterns.

Following this convention, much of the total morphological variation in adult C. bieorrugatus s. s. can be ascribed to changes in the relative ra- tes of development and growth. These two fac- tors are discussed and illustrated below.

Rate of development

The "rate" of development prior to the imma- ture to adult geniculation, irrespective of absolu- te size, has a profound affect upon the adult mor- phology of C. bieorrugatus s. s. (Text-fig. 4, PIs

1 and 2). During juvenile and immature growth, the outline shape changes dramatically and conti- nuously. This can be explained by changing growth fields within the mantle around the gro- wing margin of the shell. During the juvenile sta- ge, the growth field is confined to a relatively narrow arc and the greatest growth is in the po-

150

sterior direction (Text-fig. 4A and 4B). During the immature stage the growth field is more uni- formly distributed around a relatively wide arc and the axis of growth is in the ventral or poste- ro-ventral direction (Text-fig. 4C and 4D). These growth fields carry through onto the adult shell.

Hence, if development is "retarded" at the time of geniculation, the growth field is closer to the juvenile state and is confined to a relatively nar- row arc. Therefore the adult shell is tall and short (in an antero-posterior sense, Text-fig. 4E).

Conversely, if development is "precocious" at the time of geniculation, the growth field extends through a wide arc and the adult shell is relative- ly long, with an expanded disc (Text-fig. 4F).

Examples of these variants are illustrated in Pla- tes 1 and 2. Most specimens are morphologically intermediate between the specimens shown in Text-fig. 4 and PI. 1 and 2; an extreme specimen is shown in Text-fig. 5. It must be stressed that this entire range of variation can be observed wi- thin intra-bed populations and, in particular, is readily apparent within shellbeds in the Sawpit Gully section, Marlborough.

Rate of growth

Changes in the "rate" of growth of C. bieor- rugatus s. s. are more easily understood and also have a profound influence on adult morphology.

Relatively "fast" growth results in "large" indi- viduals irrespective of developmental stage; re- latively "slow" growth results in "small" indivi- duals. The variants described in the previous pa- ragraph may occur as large or small individuals,

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with size varying by a factor of two or more as indicated in the scale bar for Text-fig. 4. This variation is illustrated in Text-fig. 6, showing the width of right valves versus axial length. All individuals trace similar allometric curves but display varying offsets with respect to axial length, depending upon relative growth rates. On this plot, the axial length at the negative genicu- lation varies between c. 65 mm and> 120 mm.

In PI. 2, Fig. 3, the geniculation occurs at an axial length of ca. 130 mm, whereas in PI. 2 Fig.

1 this distance is just 66 mm. These two figured specimens are close to the extremes of size variation observed. Again, this entire range of variation is observed within intra-bed populations.

Other variations

Other variations are less easily identified without recourse to more rigorous biometric ana- lyses. "Normal" intra-populational or ecopheno- typic variations in morphology are sure to affect the course of ontogenetic development and to im- pact on the adult morphology of C. bicorrugatus s. s. In particular, such variations might explain a minor component of atypical and poorly under- stood morphotypes.

DISCUSSION AND CONCLUSIONS

Cremnoceramus bicorrugatus s. s. displays a truly remarkable range of intraspecific morpho- logical variation. This variation is such that iso- lated growth stages or parts of different individu- als could, with some justification, be mistakenly assigned to two or three inoceramid genera. The variation is the sum of three major components:

1. A basic set of ontogenetic transformations that define the ".ontogenetic plan" and comprise three major developmental stages, namely the ju- venile, immature and adult stages.

2. Intra-population variation in the "rate" of development or progress through the ontogenetic plan, variation that affects the form of the adult.

3. Intra-population variation in the "rate" of growth that determines the absolute size at any given ontogenetic stage.

The ontogenetic plan was clearly genetically determined. Variations in the rates of develop-

ment and growth, on the other hand, may have been influenced to a great extent by extrinsic ecological and environmental factors. In the po- pulations studied, these variations are apparently define a morphological continuum and, to date, there is no evidence to suggest that they have any taxonomic significance. Such variations may, of course, have furnished the raw materials for sub- sequent selection and evolution.

Systematic correlations between intraspecific variation in C. bicorrugatus s. s. and facies have not been explored here. Much of the variation re- corded during this study, however, has been ob- served within strata that are inferred to have been deposited in both shallow marine environ- ments (Nidd Sandstone, Coverham) and at outer shelf depths or greater (Karekare Formation, Mangaotane Stream). On present data there is lit- tle evidence for a strong correlation between fa- cies and morphological variation. It is interesting to note that SEIBERTZ (1986) investigated facies effects upon the morphology of North American Cremnoceramus. He concluded that five previo- usly recognised species represented no more than ecophenotypes of a single taxon. To date, his in- terpretations have not found wide acceptance amongst other inoceramid taxonomists.

The data described above have important im- plications for inoceramid taxonomy in general. In C. bicorrugatus s. s., the abundance of well pre- served material and the very conspicuous, step- wise nature of ontogenetic changes have facilita- ted identification and understanding of the obser- ved intraspecific variation. In particular, the ef- fects of changes in the rates of development and growth are seen readily because the geniculation provides an ontogenetic datum for comparison between individuals. In other inoceramid taxa, ontogenetic changes typically are more subtle and involve transitions between character states that cannot be easily diagnosed. In such cases, however, intraspecific variations in rates of deve- lopment and growth can still influence adult mor- phology greatly. In the absence of a clear under- standing of both ontogenetic development and in- traspecific variations in that development, the total adult intraspecific morphological variation may be open to misinterpretation.

In conclusion, I would argue that it is impor- tant to describe not only total population varia- tions within inoceramid collections, but also to seek an understanding of the ontogenetic deve- lopment of any species. In this way it is possible

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to identify basic ontogenetic plans, constrain likely limits to intraspecific variation, and distin- guish intraspecific from interspecific morpholo- gical variation. In addition, attention to ontoge- netic patterns provides the raw materials for evo- lutionary studies of heterochrony and heterotopy.

In the case of C. bicorrugatus s. s., the distincti- ve ontogenetic plan may help identify likely evo- lutionary pathways between the genus Cremno- ceramus and both ancestral and descendent ino- ceramid groups.

Acknowledgments

Institute of Geological and Nuclear Sciences contri- bution #1321. This research was supported in part by the Marsden Fund project entitled "Heterochrony, evo- lution and extinction in Mesozoic and Cenozoic Mollu- sca", administered by the Royal Society of New Zealand and funded by the Foundation for Research, Science and Technology. Earlier drafts were reviewed by Dr Alan BEu (IGNS, Lower Hutt, New Zealand) and Dr Peter HARRIES (University of South Florida, Tampa, Florida). Photographic plates were prepared by Wendy ST. GEORGE.

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PLATE 1

Cremnoceramus bicurrugatus bicorrugatus (MAKWICK, 1926) from the early Coniacian of New Zealand. Arrows mark the position of the major negative geniculation between the immature and adult growth stages.

All specimens left valves, x 0.5 and whitened with ammonium chloride 1,3,5 - TM8023; views of juvenile, immature and adult growth stages respectively; internal mould, patches of recrystallised inner ostracum in region of umbo; collection GS14617, locality P30/f389: Nidd Sandstone, "Sawpit Gully" section, Coverham, Marlborough (see Text-fig. 3); the immature stage is of small to average size and displays "retarded" development (cf. Text- figs 4B and 4E); the adult is correspondingly short, most growth was directed ventrally, and the growth field was restric- ted to a comparatively narrow arc

2 - TM8025. Juvenile specimen; internal mould and shell interface, recrystallised inner ostracum partially preserved; collection GS850, locality P30/f6102: Nidd Sandstone, Nidd Stream, Co- verham, Marlborough (see Text-fig. 3)

4 - TM8043. View of immature growth stage (view orthogonal to plane of commissure at geniculation); internal mould and shell interface, recrystallised inner ostracum partially preserved;

collection GS 15205, locality P30/f3 89: Nidd Sandstone,

"Sawpit Gully" section, Coverham, Marlborough (see Text- -fig. 3); the immature stage is of average size and is more-or- less comparable to Fig. 4C

6 - TM8026. Immature specimen; outer ostracum preserved, somewhat abraded: collection GS1l692, locality T26/f9533:

Glenburn Formation, Motuwaireka Stream section, Ngahape area, Wairarapa, North Island (see CRAMPTON 1996a, Fig. 17);

this specimen is relatively large and globose and displays "pre- cocious" development (cf. Text-fig. 4D)

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PLATE 2

Cremnoeeramus bieorrugatus bieorrugatus (Marwick, 1926) from the early Coniacian of New Zealand. Arrows mark the position of the major negative geniculation between the immature and adult growth stages, All specimens x 0.5 and whitened with ammonium chloride

1 - TM8040; adult growth stage, right valve; internal mould with pat- ches of outer ostracum preserved; collection GS11738, locality X16/f7726: Karekare Formation, Mangaotane Stream section, Rau- kumara Peninsula (see Text-fig. 3); the immature stage is small and globose and displays "precocious" development (ef. Text-fig. 4D) 2 - TM8032; adult growth stage, left valve; outer ostracum preserved,

slightly deformed, anterior part of disc missing; collection GS14650, locality Y16/f782: Karekare Formation, Kokopumatara Stream, Mangaotane Stream catchment, Raukumara Peninsula (see Text-fig. 3); the immature stage is large and globose and displays

"precocious" development; the adult is correspondingly long, with an expanded disc, and the adult growth field occupied a comparati- vely wide arc (ef. Text-fig. 4F)

3 - VM995; adult growth stage, left valve; internal mould, anterior part of adult disc missing; collection V1772, locality P30/f694: Nidd Sandstone, "Sawpit Gully" section, Coverham, Marlborough (see Text-fig. 3); comments as for PI. 2, Fig. 2, above

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